# STERLING CAPITAL MANAGEMENT INC

STERLING CAPITAL MANAGEMENT INC of BROOKFIELD, WI is an SEC-registered investment adviser.

## Registration

- CRD: 106822
- Type: SEC-registered investment adviser
- SEC file number: 801-54107
- Location: 17160 W. NORTH AVE, SUITE 200, BROOKFIELD, WI, 53005
- Phone: 262-970-9700
- Latest filing: 2026-03-24
- Regulatory AUM: $296.9M
- Discretionary AUM: $227.4M
- Non-discretionary AUM: $69.6M
- Clients: 3
- Accounts: 388

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Thomas John Portz | CEO/CHIEF COMPLIANCE OFFICER | — |
| Timothy John Portz | PRESIDENT | — |
| PORTZ THOMAS JOHN | CEO/CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PORTZ TIMOTHY | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106822/similar
- Related entities: https://search.stillhousedata.com/firm/106822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106822

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.